The import feature is the fastest method to transfer your
client’s data into the Working Papers file. Working Papers allows
you to import general ledger detail or trial balance information from
a variety of popular accounting software packages.
On the Engagement tab, in the Data group, click Import | Accounting Software.
Notes
To speed up your import, it is recommended that you copy the client data file to your computer's hard drive.
If you are using SmartSync and working in an offline synchronized copy of a file, your status will be brought to Online so you can perform the import. This is automatic.
Importing from...
Select the accounting software that you would like to import from.
